Smart Service

Add scheduling, dispatching, and more to QuickBooks.

About Smart Service

Smart Service is a direct QuickBooks add-on that adds scheduling, dispatching, and more, making QuickBooks into a one-stop shop for all the administrative needs facing the modern field service company. In addition, the mobile Smart Service system expands QuickBooks with customer management, work orders, routing, time tracking, inventory, estimates, digital forms, workforce tracking, service histories, and many other easy-to-use features. Smart Service will help:

-Manage customers.
-Schedule jobs.
-Handle paperwork.
-Dispatch new work orders.
-Optimize travel routes.
-Track employee progress.
-Track vehicle use.
-Manage assets.
-Analyze marketing.
-Document work with pictures.

Because Smart Service works as a direct QuickBooks add-on, all work done in Smart Service gets duplicated in QuickBooks in real time. Smart Service helps eliminate double data entry and lets service businesses keep all their work in one centralized location.

Businesses in HVAC, plumbing, electrician, pest control, appliance repair, chimney, IT service, construction, document destruction, fire protection, irrigation, lawn care, landscaping, pool service, property management, and countless other field service specializations use Smart Service to go mobile, get organized, increase efficiency, and eliminate waste.

Pricing starting from:

US$1,599.99

  • Free Trial
  • One Time License

Key benefits of Smart Service

  • Schedule Easily - The drag-and-drop scheduler and intuitive scheduling board make assigning jobs easy.

  • Streamline Billing - Finish paperwork and collect payment on site, greatly reducing the billing cycle.

  • Stay Organized - A direct QuickBooks add-on, Smart Service expands your existing accounting software, keeping everything in one place. Enter data once and it stays in the system forever.

  • Instant Dispatching - Schedule jobs in the office and send the details to your employees' mobile devices with the click of a button.

  • Mobility - Eliminate clipboards, paperwork, and filing cabinets with a fully integrated system. Schedule, dispatch, complete, and file all paperwork digitally.

  • Reliable Support - The Smart Service Help Desk will guide you through installation, provide comprehensive training, and assist you with any problems you encounter in your day-to-day operations.

  • Devices

    Business size

    S M L

    Markets

    United States, Canada

    Supported Languages

    English

    Pricing starting from:

    US$1,599.99

    • Free Trial
    • One Time License

    Images

    Scheduling and dispatch jobs with the drag-and-drop scheduler.
    Optimize service routes with the click of a mouse.
    Go mobile with the iFleet app for iOS and Android.
    Track the progress of your field workers throughout the workday.
    Add images to customer records and work orders.
    Manage inventory easily.
    Digitize your paperwork with fillable PDF forms.
    View 8 more
    Smart Service video
    Smart Service screenshot: Scheduling and dispatch jobs with the drag-and-drop scheduler. Smart Service screenshot: Optimize service routes with the click of a mouse. Smart Service screenshot: Go mobile with the iFleet app for iOS and Android. Smart Service screenshot: Track the progress of your field workers throughout the workday. Smart Service screenshot: Add images to customer records and work orders. Smart Service screenshot: Manage inventory easily. Smart Service screenshot: Digitize your paperwork with fillable PDF forms.

    Features

    Total features of Smart Service: 19

    • Customer Database
    • Customer History
    • Customizable Branding
    • Dispatch Management
    • Drag & Drop Interface
    • Electronic Signature Capture
    • Equipment Tracking
    • Estimating
    • Feedback Collection
    • Forms Management
    • Inventory Management
    • Job Scheduling
    • Lead Capture
    • Mobile Signature Capture
    • Purchase Order Management
    • QuickBooks Integration
    • Real Time Updates
    • Recurring Tasks
    • Task Scheduling

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    Reviews

    Overall rating

    4.3 /5
    (258)
    Value for Money
    4.2/5
    Features
    4.2/5
    Ease of Use
    4.2/5
    Customer Support
    4.5/5

    Already have Smart Service?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 258
    Albert d. F.
    Overall rating
    • Company size: 51-200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Smart Service has been a God send to my company. We are now also "almost" paper free.

    Reviewed on 21/12/2017

    Efficiency - Efficiency - efficiency.
    And did I mention efficiency???

    Efficiency - Efficiency - efficiency.
    And did I mention efficiency???

    Pros

    Being able to use iPads or tablets in the field. By being able to use tablets we take away the technicians penmanship errors and can have the customer sign work orders so there is no confusion of who said what later.

    Cons

    Not being able to track individual extinguishers by date and have them update to when service is needed.

    Verified Reviewer
    Overall rating
    • Industry: Construction
    • Company size: 11-50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    Smart Service

    Reviewed on 12/12/2019

    It has been a good experience. It handles well with Quickbooks. We are switching to a better...

    It has been a good experience. It handles well with Quickbooks. We are switching to a better software after being on this for 5 years.

    Pros

    It is fairly user friendly. I do like the posting and dispatch screens. Easy to read, easy to post. The ease of changing information is good and bad. From an accounting perspective, it is a bit soft on that aspect.

    Cons

    It took me longer to get the hang of this software than most softwares I have used. The reporting is not the best. Reporting is difficult to get what we want. It either has too much information or too little. I would like to see the ease of changing accouting information alot harder. It is too easy for the field techs to change.

    Deb H.
    Overall rating
    • Industry: Consumer Services
    • Company size: 2-10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 2.0 /10

    Scheduling Guru

    Reviewed on 21/09/2016

    My employer was quite hopeful that Smart Service would be the answer to our scheduling & invoicing...

    My employer was quite hopeful that Smart Service would be the answer to our scheduling & invoicing headaches as he invested a great deal of money into the software, the iPads, man hours, time away from our regular business days to learn the system, etc. The idea of the system is really good. The implementation in daily business is not so good as it takes real dedication and compliance on everyone's part. He had to rework the inventory on Quick Books so items would be easier for the field guys to find, invent ways to charge mileage as we live in a rural area and Wyoming is huge, rework the labor hours so the men knew how to charge a customer in the field. With all the work we both put into it, the extra training I requested from My Service Depot, you would think that it would run smoothly. Smart Service is only as good as the people's efforts entering the data from a job. If they forget something it can cost the company a lot of money. Since we started Smart Service we have returned to paper as it can be tracked. Having a paper trail is very useful. My employer has returned to invoicing duties as he will know if the men forgot something on the invoice and won't have to eat the cost any more.

    Pros

    Being able to schedule the field guys is fantastic. I can look at the screen and immediately know if I have a worker available or not. If a person takes the time to learn it the scheduler can be your new best friend. Some of the men really LOVE that they can take photos of the job site, the work, parts that need to be replaced and it stays with that job forever. I love that too. It is very handy.

    Cons

    Since Smart Service makes a new, unique job in Quick Books every single time you make a job, it makes more sense to have QB in single user mode all the time so a job can be deleted if necessary but my employer uses QB in his office to do his bids and the invoicing so it can be a pain in the neck. There is no way to tell Smart Service to print ONE work order if the jobs are assigned to the department and to the person (indicates who is doing the job) it automatically spits out one for the office that I don't need, one for the job, and one for the human. Once a person's name is entered as a customer there is no way to change it. It is wrong forever. Once it is used in QB it can only be made inactive not deleted. It might be a Quick Books interface problem which is not really Smart Service's problem but if Quick Books runs into a problem and has to close (but they always apologize for the inconvenience ;) ) then I have to close Smart Service, re open QB, start Smart Service, wait for it to go through it's acrobatics (gathering data) before I can use it.

    Verified Reviewer
    Overall rating
    • Industry: Security & Investigations
    • Company size: 51-200 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Workforce management made that easy!

    Reviewed on 05/04/2019

    Overall, software is awesome I have wonderful experience and the software helped our company a lot...

    Overall, software is awesome I have wonderful experience and the software helped our company a lot of effective workforce management.

    Pros

    What I like about the software is that aside from the fact that this is a scheduler, employees are being notified of the schedule/task update real time. Useful to us that is starting to expand our company that majority of our employees are in the field and no time to get back to the office for schedule check. Another awesome feature of this software is that after the schedule or task is complete management is notified back for the job well done.

    Cons

    In my experience I can't see any problem, probably the interface make it a little bit alive.

    Josh bernthold, S.
    Overall rating
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Great field mgmt software for Quickbooks users

    Reviewed on 25/04/2018

    Pros

    The design is amazing and the integration works seamlessly with Quickbooks. The direct customer support is great but is an additional cost that I feel is a must-have for general support or when you get in a jam.

    Cons

    There are not too many cons with this software. The constant updating and making the software more versatile for the user would be the only negative point I could come across only because with any software update there is a chance for bugs. The fact the company is always doing it in response to making the software run better and adding feature requests from actual customers balances it out I feel.

    Showing 5 reviews of 258 Read all reviews

    Smart Service FAQs

    Below are some frequently asked questions for Smart Service.

    Smart Service offers the following pricing plans:

    • Starting from: US$1,599.99
    • Pricing model: One Time License
    • Free Trial: Available

    Smart Service is available for a one time price of $1,599.99. Additional users and mobile users are available at a discounted rate.

    Smart Service offers the following features:

    • Custom fillable PDF forms
    • Custom forms
    • Customer database
    • Customer feedback collection
    • Customer history
    • Customizable interface
    • Data conversions
    • Dispatching
    • Drag & drop interface
    • Equipment & vehicle tracking
    • Field estimates
    • Hosting
    • Instant job dispatching
    • Inventory management
    • Job scheduling
    • Onboarding
    • Purchase orders
    • QuickBooks integration
    • Real time updates
    • Recurring work scheduling
    • Service agreements
    • Service routes
    • Service scheduling
    • Setup assistance
    • Signature capture
    • Task scheduling
    • Training
    • Video tutorials
    • Website lead capture

    Smart Service has the following typical customers:

    Small Business, Large Enterprises, Mid Size Business

    Smart Service supports the following languages:

    English

    Smart Service supports the following devices:

    Android, iPhone, iPad

    Smart Service integrates with the following applications:

    Dropbox Business, Google Calendar, QuickBooks Online, QuickBooks Online Advanced

    Smart Service offers the following support options:

    Knowledge Base, Online Support, Phone Support, Video Tutorials, FAQs

    Related categories

    See all software categories found for Smart Service.